AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$820K
3
+$432K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
CVX icon
Chevron
CVX
+$332K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$540K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.56%
6,107
+45
52
$820K 0.55%
+18,880
53
$810K 0.55%
4,738
+380
54
$760K 0.51%
2,852
-60
55
$756K 0.51%
5,220
56
$743K 0.5%
34,025
+5,825
57
$670K 0.45%
5,822
-1,250
58
$653K 0.44%
15,659
+3
59
$649K 0.44%
12,595
-100
60
$640K 0.43%
79,100
+9,225
61
$639K 0.43%
5,444
+2,825
62
$637K 0.43%
3,053
63
$604K 0.41%
3,694
-125
64
$585K 0.39%
1,471
-31
65
$547K 0.37%
963
66
$540K 0.36%
2,491
+120
67
$534K 0.36%
3,792
68
$503K 0.34%
4,390
69
$501K 0.34%
9,785
+1,250
70
$473K 0.32%
5,705
71
$473K 0.32%
20,025
-634
72
$462K 0.31%
10,769
-2,886
73
$458K 0.31%
10,575
+730
74
$455K 0.31%
1,521
75
$451K 0.3%
1
1 2
3
4 5